Offshore advisers favour packaged investment solutions

Advisers taking part in the survey remained evenly split over whether such packaged investment solutions should be targeting a specific investment return or whether they should be aiming to work within specific risk controlled parameters, with 50% of advisers favouring each option. When questioned on the use of tools utilised during the portfolio build and risk assessment process, a third indicated a preference for other providers' risk assessment tools to help establish their clients' attitude to investment risk. Overall, more than 75% of the surveyed advisers believe the use of offshor...